Individual Accounts/IRAs

Research on this topic estimates the level of participation in, contributions to, asset allocation in, account balances of, and earnings within IRAs. The results are broken down by various demographic and work force characteristics.

"Take it or Leave it? The Disposition of DC Accounts: Who Rolls Over into an IRA? Who Leaves Money in the Plan and Who Withdraws Cash?" [May 2014, EBRI Notes, Vol. 35, No. 5]

"Individual Retirement Account Balances, Contributions, and Rollovers, 2012; With Longitudinal Results 2010-2012: The EBRI IRA Database" [May 2014, EBRI Issue Brief #399]

"IRA Withdrawals, 2011" [February 2014, EBRI Notes, Vol. 35, No. 2]

"IRA Asset Allocation, 2011" [October 2013, EBRI Notes, Vol. 34, No. 10]

"Individual Retirement Account Balances, Contributions, and Rollovers, 2011: The EBRI IRA Database" [May 2013, EBRI Issue Brief #386]

"IRA Withdrawals: How Much, When, and Other Saving Behavior" [May 2013, EBRI Notes, Vol. 34, No. 5]

"IRA Asset Allocation, 2010" [October 2012, EBRI Notes, Vol. 33, No. 10]

"Individual Account Retirement Plans: An Analysis of the 2010 Survey of Consumer Finances" [September 2012, EBRI Issue Brief #375]

"Individual Retirement Account Balances, Contributions, and Rollovers, 2010: The EBRI IRA Database" [May 2012, EBRI Issue Brief #371]

"Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans, 1996-2009" [October 2011, EBRI Notes, Vol. 32, No. 10]

"IRA Asset Allocation" [May 2011, EBRI Notes, Vol. 32, No.5]

"IRA Balances and Contributions: An Overview of the EBRI IRA Database™" [September 2010, EBRI Issue Brief #346]

"Total Individual Account Retirement Plan Assets, by Demographics, 2007, With Market Adjustments to March 2010" [May 2010, EBRI Notes, Vol. 31, No. 5]

"Individual Account Retirement Plans: An Analysis of the 2007 Survey of Consumer Finances, With Market Adjustments to June 2009" [August 2009, EBRI Issue Brief #333]

"IRA Assets and Contributions, 2007" [September 2008, EBRI Notes, Vol. 29, No. 9]

"The Number of Individual Account Retirement Plans Owned by American Families" [June 2008, EBRI Notes, Vol. 29, No. 6]

"Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans" [May 2008, EBRI Notes, Vol. 29, No. 5]

"Total Individual Account Retirement Plan Assets, by Demographics, 2004" [March 2008, EBRI Notes, Vol. 29, No. 3]

"IRA Assets and Contributions, 2006" [December 2007, EBRI Notes, Vol. 28, No. 12]

"401(k)-Type Plans and Individual Retirement Accounts (IRAs)" [October 2007, EBRI Notes, Vol. 28, No. 10]

"IRA Assets, Contributions, and Market Share" [January 2007, EBRI Notes, Vol. 28, No. 1]

"IRA and Keogh Assets and Contributions" [January 2006, EBRI Notes, Vol. 27, No. 1]

"401(k)-Type Plan and IRA Ownership" [January 2005, EBRI Notes, Vol. 26, No. 1]

"IRA and Keogh Assets and Contributions" [August 2004, EBRI Notes, Vol. 25, No. 8]

"Retirement Accounts and Wealth, 2001" [May 2004, EBRI Notes, Vol. 25, No. 5]

"IRA and Keogh Assets" [February 2004, EBRI Notes, Vol. 25, No. 2]

"IRA Assets and Characteristics of IRA Owners" [December 2002, EBRI Notes, Vol. 23, No. 12]

"IRA and 401(k)-Type Plan Ownership" [June 2002, EBRI Notes, Vol. 23, No. 6]

Note: Please use the "Search" function to locate earlier publications on this topic.